Products & Services

At the Lisch Family of Businesses, we provide assistance in the following areas:

Investments

Brokerage Accounts
Check Writing
Mutual Funds
Roth IRA
SEP IRA
Traditional/Rollover IRA
Retirement Plans
Trust Accounts
529 Plans

Insurance

Life Insurance
Long Term Care Insurance
Health Insurance
Medigap Insurance

Through our affiliated companies, Lisch & Lisch LLC and Howard Lisch Esq., Attorney at Law, we will help in:

Personal Financial Management
Retirement Planning
Retirement Plan Design
Estate Planning
Tax Planning & Research
403(b) Planning
Tax Return Preparation
Accounting
Trust Design
Will Preparation
Estate and Trust Administration